Small and medium-sized business owners are faced with the challenge of determining strategic priorities, managing cash flow, maximizing profitability, accelerating growth, and planning for the future. It’s a lot of responsibility – our virtual CFOs are trusted resources that you can lean on to ensure that you’re making the best financial decisions for your business.

CFOs are responsible for the financial strategy of a business, which means they are forward-looking, proactive, and goal-oriented. In comparison, bookkeeping and accounting are focused on what happened in the past.

If you need help with things like cash flow management, financial analysis, forecasting and financial planning, managing your finance department, or tax planning, or are thinking about a merger, acquisition, or divestiture, then you need a CFO.

Hiring a full-time CFO is expensive, between their high salaries, bonuses, benefits, and recruiting costs. We’ve found that even in businesses with up to $20M in annual revenue, there isn’t a need for a CFO’s skill set year-round. Full-time CFOs in small- to medium-sized businesses often end up doing transactional bookkeeping or accounting work, which isn’t cost-effective! Hiring a virtual CFO is a great way to bring more skill, experience and solutions to your business at a fraction of the cost of a full-time person.

We offer our Virtual CFO Office Hours in weekly, monthly, or quarterly blocks so you can keep a skilled resource on call for whenever you need help.

If you need bookkeeping or tax help too, check out our other services! We offer discounts on CFO packages to monthly bookkeeping plan subscribers.


Additional hours at $250/hour

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